· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
LIEBERMAN & MARK, PLLC — LIEBERMAN & MARK, PLLC 401(K) PROFIT SHARING PLAN, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20241011072352NAL0022356369001
LIEBERMAN & MARK, PLLC
Form 5500-SF
FILING_RECEIVED
LIEBERMAN & MARK, PLLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
11
Accounts w/ balance
20
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
LIEBERMAN & MARK, PLLC
.
Find decision makers
Plan sponsor
Name
LIEBERMAN & MARK, PLLC
EIN
54-1741484
Address
818 CONNECTICUT AVE., NW · SUITE 502 · WASHINGTON, DC · 20006
Phone
(202) 393-3020
Industry
Law Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-11
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
GOLOMB & LONGO PLLC
DAVID B. GOLOMB PROFIT SHARING PENSION PLAN
$1.6M · 1 participants
SOLBERG STEWART MILLER LTD. UNION
SOLBERG LAW FIRM 401(K)
$1.6M · 5 participants
DAVIES BLAKEMORE LLP
DAVIES BLAKEMORE LLP 401K PROFIT SHARING PLAN
$1.6M · 7 participants
JOHN PHILIP PRICE
JPP RETIREMENT PLAN
$1.6M · 2 participants
DEL SOLE & DEL SOLE, LLP
DEL SOLE & DEL SOLE, LLP 401(K) PROFIT SHARING PLAN
$1.6M · 4 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
JERRY M. JOHNSON
JERRY M. JOHNSON 401K PROFIT SHARING PLAN
$1.6M · 4 participants
Large plans in District of Columbia
BOARD OF TRUSTEES OF THE CPF OF THE IUOE AND PARTICIPATING EMPLOYERS
CENTRAL PENSION FUND OF THE IUOE & PARTICIPATING EMPLOYERS
$27.4B · 104,686 participants
BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUND
IAM NATIONAL PENSION FUND
$15.0B · 102,863 participants
VANTAGETRUST COMPANY, LLC
VTI MISSIONSQUARE PLUS FUND
$9.8B
DANAHER CORPORATION
DANAHER CORPORATION & SUBSIDIARIES SAVINGS PLAN
$6.5B · 23,252 participants
GEICO CORPORATION
GEICO 401(K) SAVINGS PLAN
$6.2B · 28,209 participants
FEDERAL NATIONAL MORTGAGE ASSOCIATION
FEDERAL NATIONAL MORTGAGE ASSOCIATION RETIREMENT SAVINGS PLAN FOR EMPLOYEES
$4.6B · 8,187 participants
